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Giving Site User Guide |
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This guide aims to provide you with all the instructions you'll ever need to navigate the Giving website. |
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Hello Giving site user! We are so excited you're here learning about the features of the Giving website, and this guide aims to provide you with all the instructions you'll ever need to navigate and use the application.
- Live site: https://cucentraladvancement.github.io/giving-site-user-guide
- Theme documentation: https://just-the-docs.github.io/just-the-docs
First off: who are you specifically? The Giving site has a few groups of distinct users, so we've separated the guide into sections by types of users. While your user
Roles:
- Web Requester - Web requesters control all aspects of how funds are marketed on the website including creating Landing Pages, Vanity URLs, and Fund Page marketing content. They typically belong to campus partner Advancement groups.
- Gift Processor - Gift Processors control all the aspects of how donations are processed on the website including editing Order statuses and downloading Order Processing Reports.
- Content Editor - Content editors control non-fund-related content for the CU Foundation and Central Advancement.
@todo This should be as easy as one step to fill out a WorkFront request form but would need the user_external_invite module to make that happen.
- Create a user on the website by logging into it using the "CU Staff" link.
- Send a note to [email protected] about your need for access and the role you need to be assigned to.
- Work with the Digital Marketing team to fully set up your account.